How To Use Basecamp

How To Use Basecamp
Copyright 2013 TheUltimateDreamVA.wordpress.com
Hes just been given a new project to manage. On top of his current role!
Oh, he definitely needs help!
Lets
and tell him not to worry coz help is...
Available at the
What is Basecamp?
It is a web-based project-management tool developed by 37signals.
I bet you want to learn it!
Go to your favorite browser and type
Youll be directed here.
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Click the 60-day free trial.
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At a closer look
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Youll be directed to the Sign-up page.
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Its free, so lets sign up!
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Enter Your full name,
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Company or organization,
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Email,
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and Password.
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Click on Start your 60-day free trial.
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You will see this.
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Click on this button.
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Youre now inside your Basecamp account.
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Clicking on Explore Basecamp is highly recommended. You can do it on your own, really.
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Its not a hard and fast rule to create the Project first. But, you see how tensed the Project Manager is, so lets invite some people to join him on the camp.
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Click Everyone.
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You will be directed here. Click Add People as pointed by the black arrow.
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Step 1 appears. Follow the instruction to invite folks.
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Scroll down to see Step 2. Click the boxes, for example.
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Step 3 is for you to think about carefully. For now, leave them as is.
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Step 4 is the final step. Click on Send the invitation button.
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You will be directed back here. A new folk has been invited!
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Heres what the invited folk received. Once she clicks on the link
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He or she will see this.
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Once the fields are filled in, OK, lets go button should be clicked.
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Back in your account, youll now see the name of the invited person.
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To grant permission to members, click Grant admin and other superpowers
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You will see this page. Just tick the boxes if you want to give permission.
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Refer to the Glossary to see what members can do under each role.
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Know ---
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To make sure everyone is in the right place, and to make invitations and notifications a snap, use companies and groups.
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To create a company, click Make a Company.
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This will showType in the name of the company here.
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Type name or email to add people to this company.
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Once done, click on Create the company
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Here are the companies in your account!
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Want to add a person to an existing company?
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Go to Everyone page.
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Click on the companys name.
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This will show. Type here the name of person to be added.
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Click on Add to company button.
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Scroll down to see whos in this company.
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Heres your list
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Want to a add group or department in a company?
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Click Add a group/department
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Name the groupsay Marketing.
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Add people to the group by clicking the boxes.
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Click on Create the Group button.
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Now you have a group inside this company!
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Get started on a project! Click on Projects
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Youll be on Projects page. Click on New Project
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This will appear. Name the project, say Project Gold.
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Add a description or details here.
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Invite people to your team. Like your own team
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Or The Client by clicking this.
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Click on this button to turn on clients access for this project.
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Enter the email of client.
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Click this box to include a welcome note.
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Click on Start the project button.
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You will see this.
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To add the first discussion, click on Discussion
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A second layer appearshere you can start the discussion.
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Type the subject of message here
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Type your message here
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To attach a file, click select files from your computer
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To hide this message from your client, click this box.
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You can also choose from these options.
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Click on Post this message button.
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And, the discussion you initiated is posted!
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You can still show this to the client if you change your mind by clicking Change.
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Check out these other options on the right side of the discussion.
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To add the first To-do list from here, click Project Gold.
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You will see thisClick To-do list.
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To-do lists tab appears below Discussions tab. Give it a title.
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To hide To-do Lists from the client, click this box.
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To save and start adding to-dos, click this button.
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Click Add a to-do to add a task under the First To-do list.
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Once done, the to-dos will show here.
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To add the first file, click File.
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Files tab will show. To select files from your computer, click this.
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Choose the file you want to upload, then click on Open button.
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Once selected, click on Upload button to upload the file.
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Heres how your To-do lists and Files tab would look like.
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To add the first Text document, click this.
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This will show. Type the title here.
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Click this button so you can start typing.
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Once done typing, click Save this document.
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Heres your document. See the options on top and on the right side?
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When you click Dates
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This will show. Click Add a new event
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Type the name of the new event here.
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Type the time and an optional note.
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Click here to set the Start date. Calendar will show.
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Click on the desired date.
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See? Now click here to adjust the Ends: date, otherwise just leave it.
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You can specify other options here. Just tick the boxes you want
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Like soOnce done, click on Add this event button.
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The upcoming event will show on the right side of the Project page.
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You can also add a project by clicking the link Templates
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For what is a project template, you might ask. Use templates for projects you repeat over and over, so you dont need to start from scratch each time.
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Once youve clicked on the link, you will see this page.
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Click on the Add a new project template button.
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This will appear. Notice the options in blue. Pretty easy to follow, right?
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Click on Untitled Template to give project a titleIt becomes highlighted in blue.
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Lets say you want to call it Website Management
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After typing the title, dont forget to press ENTER to save it.
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There, its saved! Ready to build your template!
But its okay if you want to build it later
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Now, whenever you click this link
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Project Templates appears. To edit, click on the template.
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An options window appears. Click Edit
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Youll see thisnow youre ready to build your template project!
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Later on, whenever you want to start a new project with this template, click here.
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This will appear. Basecamp has made it easy for you. See this dialogue box?
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When youre ready, click on Publish this project button.
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Youll see this notification briefly.
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HmmmI can see youre enjoying your first Basecamping experience. Havin fun like a kid now, huh!
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Now, lets check out Calendar.
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Inside your Calendar page!
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Just for your info

The Basecamp calendar keeps all your project dates, events, and deadlines in one place. Youll like it coz its fast and easy to navigate!
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On the left side, youll see Calendar and opposite it is the link +Add a calendar.
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When you click +Add a calendar, this window appears.
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Lets name it Birthdays and click on this color for it..
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Type in the name or email of people you want to invite or share the calendar with.
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Then click on Add this calendar button.
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Basically youll have two types of Basecamp calendar.
Stand-alone
Project
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To view only one calendar, click the calendar name. For instance, Birthdays.
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Now youre viewing only the Birthdays calendar.
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Use these arrows to click back and forth through months.
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Want to create an event for a clients or teammates birthday? Click on the date.
This pop-up window will appear.

Copyright 2013 TheUltimateDreamVA.wordpress.com 138
Fill in or specify the details.
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Click on Add this event button.
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This notification will show briefly, then this window will disappear.
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To go forward by several months or years, click the Next 6 weeks or month at the top.
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By the way, the calendar only displays 6 weeks at a time.
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You can use the pop-up to travel forwards and backwards in time, by clicking the arrows.
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To display all calendars, click on Show all calendars button.
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Oh, someone is celebrating his birthday on Monday! Notice the color coding?
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Lets say, you want to hide Project SEO calendar from view. This means you want to hide the SEO Universe event on August 28.
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To hide it, uncheck the box in front of the calendar name.
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The event is now hidden!
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Now, lets say its been decided that SEO Universe will be a recurring event.
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Click on the event to display the dialogue box.
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Click this drop-down arrow to display the choices for Repeats.
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Lets say you want it to recur Every week
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For 2 or 4 weeks. Adjust by clicking the drop-down arrow.
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Click on Save changes button.
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Theres your recurring event for 4 weeks!!!
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How about editing the date of this event? Easy just click, hold, and drag the event to its new day.
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You want to make sure the right team members can see your stand-alone calendars?
If youre an admin, you can share it from a persons page!
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For example, Joey Yan Click this link.
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This will show. Scroll down to see Joey Yans calendar.
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Click the drop-down arrow to choose the desired option.
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Joey can now access the Holidays calendar!
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Now, this is interesting.

In the United States, and many English-speaking countries, the week starts on Sunday.
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Basecamp is American.
What if European clients want to start the week on a Monday? No prob.
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On the Calendar page, hold down your shift key and click the word Mon.
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This dialog will pop up.
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Click OK and youre on European week!
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Like soIt starts on Monday!
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Should you want to go back to American week, repeat the same process but click on Sun this time.
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Now, lets check out Everything page.
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This will show.
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Click this link if you want to browse every discussion, for example.
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All discussions will show.
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Whats on Progress page?
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Look at that! Every single activity is captured!
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The Daily Progress timeline lets you watch things as they happen across all your projects.
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Whats on Me page?
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Its where you see your assignments and activities.
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From here you can update your personal info by clicking this link.
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You can also update your Basecamp settings by clicking this link.
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These are the things you can update under your Basecamp settings.
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Now, dont forget to use this search box to easily locate a project, person, etc.
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Looks like youve managed everything pretty well...
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Congrats for being the best Project Manager!
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The major value in life is not what you get. The major value in life is what you become. Jim Rohn
Copyright 2013 TheUltimateDreamVA.wordpress.com 185

How To Use Basecamp

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How To Use Basecamp

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How To Use Basecamp

Copyright 2013 TheUltimateDreamVA.wordpress.com

Copyright 2013 TheUltimateDreamVA.wordpress.com

Oh, he definitely needs help!

Copyright 2013 TheUltimateDreamVA.wordpress.com

and tell him not to worry coz help is...

Copyright 2013 TheUltimateDreamVA.wordpress.com

Copyright 2013 TheUltimateDreamVA.wordpress.com

Copyright 2013 TheUltimateDreamVA.wordpress.com

It is a web-based project-management tool developed by 37signals.

Copyright 2013 TheUltimateDreamVA.wordpress.com

I bet you want to learn it!

Copyright 2013 TheUltimateDreamVA.wordpress.com

Go to your favorite browser and type

Copyright 2013 TheUltimateDreamVA.wordpress.com

Youll be directed here.

Copyright 2013 TheUltimateDreamVA.wordpress.com

Click the 60-day free trial.

Copyright 2013 TheUltimateDreamVA.wordpress.com

Copyright 2013 TheUltimateDreamVA.wordpress.com

Youll be directed to the Sign-up page.

Copyright 2013 TheUltimateDreamVA.wordpress.com

Its free, so lets sign up!

Copyright 2013 TheUltimateDreamVA.wordpress.com

Enter Your full name,

Copyright 2013 TheUltimateDreamVA.wordpress.com

Copyright 2013 TheUltimateDreamVA.wordpress.com

Copyright 2013 TheUltimateDreamVA.wordpress.com

Copyright 2013 TheUltimateDreamVA.wordpress.com

Click on Start your 60-day free trial.

Copyright 2013 TheUltimateDreamVA.wordpress.com

You will see this.

Copyright 2013 TheUltimateDreamVA.wordpress.com

Click on this button.

Copyright 2013 TheUltimateDreamVA.wordpress.com

Youre now inside your Basecamp account.

Copyright 2013 TheUltimateDreamVA.wordpress.com

Copyright 2013 TheUltimateDreamVA.wordpress.com

Copyright 2013 TheUltimateDreamVA.wordpress.com

Copyright 2013 TheUltimateDreamVA.wordpress.com

Copyright 2013 TheUltimateDreamVA.wordpress.com

Step 1 appears. Follow the instruction to invite folks.

Copyright 2013 TheUltimateDreamVA.wordpress.com

Scroll down to see Step 2. Click the boxes, for example.

Copyright 2013 TheUltimateDreamVA.wordpress.com

Copyright 2013 TheUltimateDreamVA.wordpress.com

Step 4 is the final step. Click on Send the invitation button.

Copyright 2013 TheUltimateDreamVA.wordpress.com

Copyright 2013 TheUltimateDreamVA.wordpress.com

Copyright 2013 TheUltimateDreamVA.wordpress.com

He or she will see this.

Copyright 2013 TheUltimateDreamVA.wordpress.com

Copyright 2013 TheUltimateDreamVA.wordpress.com

Copyright 2013 TheUltimateDreamVA.wordpress.com

To grant permission to members, click Grant admin and other superpowers

Copyright 2013 TheUltimateDreamVA.wordpress.com

Copyright 2013 TheUltimateDreamVA.wordpress.com

Copyright 2013 TheUltimateDreamVA.wordpress.com

Copyright 2013 TheUltimateDreamVA.wordpress.com

Copyright 2013 TheUltimateDreamVA.wordpress.com

To create a company, click Make a Company.

Copyright 2013 TheUltimateDreamVA.wordpress.com

This will showType in the name of the company here.